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Nonprofit · EIN 04-3133049

RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION

Also known as DONAHUE RICHARD X TTEE

Tax-exempt · LOWELL, MA 01852

Financials

$980K$2.5M2023$263K$582K2024$676K$665K2025
Revenue Expenses · by fiscal year end
Financials of RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$675,922$664,990$10,932$347,807$0$347,807
December 31, 2024990-PF$262,990$581,596-$318,606$394,965$0$394,965
December 31, 2023990-PF$979,645$2,536,213-$1,556,568$713,268$0$713,268
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$485,889
Dividends
$2,239
Interest
$17
Net gain from sales of assets
$185,137
Other income
$2,640

Expenses

Grants and similar amounts paid
$638,000
Disbursements for charitable purposes
$658,218
Excise tax on investment income
$2,542

Balance sheet and other

Total assets, start of year
$394,965
Total assets, end of year
$347,807
Total liabilities, end of year
$0
Net assets, end of year
$347,807
Fair market value of assets
$373,648
Qualifying distributions
$658,218
Net investment income
$187,393

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANCY L DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
TRUSTEE AS N0$0
DANIEL J DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
TRUSTEE AS N0$0
ALICIA DONAHUE
57 FRENCH COURT, DUNSTABLE, MA 01827
COMMITTEE ME0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DAVID W DONAHUE
ONE FEDERAL STREET 19TH FLOOR, BOSTON, MA 02110
TRUSTEE AS N0$5,000
NANCY L DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
TRUSTEE AS N0$0
DANIEL J DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
COMMITTEE ME0$0
ALICIA DONAHUE
57 FRENCH COURT, DUNSTABLE, MA 01827
COMMITTEE ME0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
NANCY L DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
TRUSTEE AS N0$0
DAVID W DONAHUE
ONE FEDERAL STREET 19TH FLOOR, BOSTON, MA 02110
TRUSTEE AS N0$0
DANIEL J DONAHUE
52 BELMONT AVENUE, LOWELL, MA 01852
COMMITTEE ME0$0
ALICIA DONAHUE
57 FRENCH COURT, DUNSTABLE, MA 01827
COMMITTEE ME0$0

Address and contacts

Address (IRS master file)
52 BELMONT AVE, LOWELL, MA 01852-2865
Signed the 990-PF
NANCY L DONAHUE, TRUSTEE AS NEEDED
Phone
(207) 883-9813
Return prepared by
KELLY DAWSON & SOUTER LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3133049
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$347,807
Income (IRS master file)
$1,065,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$675,922$664,990$347,807XML
990-PFDecember 2024$262,990$581,596$394,965XML
990-PFDecember 2023$979,645$2,536,213$713,268XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3133049).

Questions about RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION

What is the EIN of RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION?
The employer identification number (EIN) of RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION is 04-3133049.
Is RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does RICHARD K AND NANCY L DONAHUE CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $675,922, expenses of $664,990 and total assets of $347,807 at year end.

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